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BARCLAYS UK GROWTH PORTFOLIO B DIST GBP - Fund overview

No Bestinvest rating


Overview of BARCLAYS UK GROWTH PORTFOLIO B DIST GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. BARCLAYS UK GROWTH PORTFOLIO B DIST GBP does not fall into either of these categories at present.

Standard Initial Charge

4.00% –

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  October, 2004
Size  £130m
Yield 0.2%
Charging basis  –
Dividends paid  –
Bid price 121.20p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest –
Additional bid/offer spread 0.00%
Annual management charge 1.25%
Total expense ratio 1.25%
Reduction in yield (10yr) 1.25%

Bestinvest says


No information available.

Portfolio

barclays uk growth portfolio b dist gbp asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
barclays uk growth portfolio b dist gbp equity geographic illustration
Allocation Proportion
UK 100%
Europe –
Nth America –
Japan –
Pacific –
Other Equity –
barclays uk growth portfolio b dist gbp equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for BARCLAYS UK GROWTH PORTFOLIO B DIST GBP

Investment process


The investment objective of the Fund is to invest primarily in regulated collective investment undertakings which aim to achieve, over the long term, capital growth from a portfolio of predominantly equities.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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